Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Old Mutual is an international investment, savings, insurance and banking group. For over 170 years we have been serving the growing insurance and investment needs of our customers, helping them achieve their lifetime financial goals.
Read more about this company
Key Duties and Responsibilities
- Make travel arrangements and accommodation bookings for RGM and other Regional Management.
- Arrange events, meetings and conferences as directed by Management.
- Manage timelines and SLA's for Regional Management.
- Process payment of all Regional Office accounts according to SOP.
- Draw reports and stats in preparation for meetings and/or as required.
- Order stationery, staff amenities and office equipment as directed.
- Manage PGM diary and workflow .
- Set up appointments and engagement sessions.
- Take meeting minutes, distribute as required and keep all office records safely.
- Maintain office equipment and ensure it is in good working order at all times.
- Build and Maintain collaborative relationships with other stakeholders/ PMB Worksites/other Business Units etc.
- Manage expense budget for PGM and maintain audit records.
- Order promotional items, hampers and staff recognition items.
Minimum Requirement
- Matric
- Secretarial or Administration qualification
- Minimum 3 years Secretarial experience
Skills
- Corporate Secretarial, Customer Experience (CX), Personal Assistant Services
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
Duties and Responsibilities
- Deals with client enquiries via telephone (inbound and outbound), email, web chat
- First contact resolution of applicable queries/ transactions
- Deals with first level escalations and complaints
- Effectively manage customer expectations
- Processing new and existing business on behalf of customers and advisors
Skills
- Call Center Inbound, Call Center Outbound
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
- Initiates processes via mixed media (Email /Web chat / In-Bound Calls)
- Manages processed initiated including : Enquiries, Money Out , Change requests, Money in, New Business Servicing
- Deals with first line queries
- Deals with first line escalations
- Follows standardised processes and provides administrative support in line with normal business functioning.
- Delivers on daily production standards and adheres to service and quality standards.
- Provides a direct service to customers.
- Responds to immediate requirements within procedure.
- Uses standard administrative techniques to co ordinate own work.
- Product and process knowledge in different areas may differ but basic skills remain the same.
- May act as mentor / resource to less experienced Administrators.
- Fully multi-skilled across products and processes.
Skills
- Electronic Mail, Inbound Calls, Online Chat Support
Education
- Matriculation Certificate (Matric) (Required)
go to method of application »
- Supports and motivates the consultant team in the branch to drive sales and service of insurance and lending products, as well as referrals and collections and effectively communicating and setting clear expectations on targets and required outcomes.
- Manages the branch as a profit centre, ensuring the appropriate balance of products sold, service and expenses.
- Manages and supervises the consultant team through effective performance appraisal, handling of disciplinary issues, and monitoring of staff attendance.
- Conducts manager reviews and ensures policies, procedures and company values are adhered to in all branch operations, and that there is a compliance of processes for audit purposes and deal proactively with any non-compliance.
- Ensures that consultants are properly trained and internal capabilities are developed through the identification of talent, ongoing informal and formal coaching and mentoring and the structuring of effective development plans focused on both sales and soft skills.
- Plans and monitors daily and future activities and progress to identify any impact on targets and productivity and ensure all operations run smoothly and efficiently.
- Maintains branch operations through effective expense and cost management in support of branch profitability.
- Ensures that all people resources, systems and equipment are in place, functional and comply with the corporate identity to promote professionalism and efficiency of the branch.
- Achieves superior customer service and client centric behaviour through resolving client queries and complaints promptly, professionally and effectively.
- Manages the relationship with internal & external stakeholders (RMM, i-Wyze, Octogen, PFA, etc.) and to effectively manage the referral process between business units.
- Proactively identifies new business or sales opportunities and actively and effectively market the products and services to ensure business growth.
go to method of application »
Key Result Areas
- Effective reporting of insurance risk to the Board.
- Driving the delivery of insurance risk management initiatives.
- Credible financial reporting and management reporting of the shareholder portfolio.
- Process improvements to enable effective business management of the shareholder portfolio.
- Delivering through effective stakeholder engagement.
Requirements: Skills, Qualifications, Experience
- A qualified Actuary with extensive insurance experience
- A broad understanding of the value chain and in-depth understanding of financial reporting analysis and insights
- The enthusiasm to drive insights from results that influence the Group’s strategic direction and insurance risk management.
- Ability to derive appropriate strategies and a strong sense of ownership to drive strategies to completion.
- Ability to see and execute on process improvements.
- Effective stakeholder engagement and collaboration.
- Enthusiasm to expand the capability through cross-collaboration and supporting various teams.
- Responsible project, time, and self-management.
- Effective communication skills (both written and verbal) to stakeholders from different business units with differing levels of actuarial exposure.
- Please note that the appointments may be made at a lower role size depending on the successful candidates’ experience.
Skills
- Business Management, Collaboration, Communication, Financial Analysis and Reporting, Insurance Risk Management, Management Reporting, Risk Management, Taking Initiative
Education
- Fellow Of Actuarial Society Of South Africa (FASSA) (Required)
go to method of application »
Key Result Areas
- Crafting proposals and driving the implementation of changes and enhancements to existing closed products taking into account the overall closed products strategy, customer fairness, the regulatory environment etc.
- Representing the area on projects driving the implementation of regulatory changes and new industry standards.
- Support the take on and ongoing product management of closed books taken on within the team
- Ongoing product management of existing closed products including providing technical actuarial product oversight and support
- Product management functions include (but are not limited to):
- Implementing various annual rate reviews across products
- Compiling ad hoc data extracts and analysing product data for internal management reporting
- Assisting with client complaints resolution incl. OMBUD cases, high profile media cases etc.
- Query management
- Management of actuarial staff
Role Qualifications, Skills and Experience required
- Qualified actuary or Actuarial student with a minimum of 11 credits with at least 4 years actuarial experience.
- Self-starter who shows initiative and is able to drive projects to completion with minimal guidance.
- Business acumen and negotiation skills.
- Good interpersonal and communication skills.
- Ability to work on a wide range of deliverables at once.
- Product experience would be an advantage.
Competencies
- Customer First
- Leading with Influence
- Collaboration
- Execution
- Personal Mastery
- Strategic
- Innovation
Education
- Bachelor of Science (BSc): Actuarial Science (Required)
go to method of application »
- The incumbent is individually accountable for achieving results through own efforts.
- Meets monthly sales targets in terms of lending, transactional banking and insurance.
- Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
- Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
- Accurately capture all client information on Summit as per loan application and supporting documentation
- Suspend or reject loan applications to be re-quoted as and when required
- Report suspicious or fraudulent loan application documents to the Branch Manager
- Explain the Loan Application Process to facilitate client understanding of the process
- Explain Terms and Conditions of Old Mutual Finance Products to clients
- Issue copy of Contract / Agreement to Client
- Print loan agreement for client’s signature
- Correct altered loan application information sent for rework and reprint for client’s signature
- Follow up on clients with 1st and 2nd missed instalments
- Meets collections and arrears targets in terms of lending products.
- Educates clients on responsible use of credit and effective money management
- Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
- Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
- Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
- Provides excellent face to face and telephonic service to customers.
- Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
- Builds sustainable relationships that enhances the brand.
- Delivers on daily production standards and adheres to service and quality standards.
- Processing of lending products and verification of the required information.
Minimum Requirements
- National Senior Certificate or; (Equivalent NQF level 4)
- Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
Skills
- Ability to Sell, Communication, Company Policies, Credit Policies, Customer Centric Selling, Digital Savvy, Interpersonal Relationship Management, Numeracy, Sales
Education
- National Certification (Nat Cert) (Required)
go to method of application »
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
go to method of application »
Key /Performance Areas
Financial Advice
- Provides advice in line with the customer value proposition & compliance framework.
- Works in specific allocated markets.
- Works with a specific range of products.
Personal Effectiveness
- Accountable for service delivery through own efforts.
- Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
- Makes increased contributions by broadening individual skills.
- Collaborates effectively with others to achieve personal results.
- Accepts and lives the company values.
Relationship Building
- Establish sound working relationships and maximises opportunities with prospective clients.
- Uses appropriate interpersonal and communication techniques to gain client acceptance.
Sales/ Productivity
- Develops, tracks & reviews business plan to meet individual performance targets.
- Engages in limited prospecting.
Requirements: Skills, Qualifications and Experience required
- Grade 12 (Matric).
- Valid Driver’s licence and Own Car
- FAIS Compliance
- Clear criminal and credit check
- Minimum of 3 years working experience (preferably in sales)
- Computer literacy (MS Word, Powerpoint and Outlook)
- Excellent communication skills (written and verbal)
- Presentations skills an added advantage
Attributes / Competencies
- Client Focus
- Decision Making
- Planning & Organising
- Sales Ability
- Technical Knowledge
- Tenacity
go to method of application »
Key Result Areas
Administration and Support
- Coordinating and facilitating all the GRCA Segment deliverables, Quarterly Business Reporting, Business planning etc.
- Coordinating the Exco and Board Risk Committees reporting process
- Coordinating resources to gather information for the first draft of various reports/ presentations.
- Partnering with Risk Executive in charge of Integration and Governance to meet various internal and external reporting requirements.
- Ensures seniors are equipped with necessary documentation to proceed with meetings.
- Responsible for ensuring relevant matters are included on Board and Exco agendas.
- Proactively engage with risk officers from Business Units to ensure that the Group remains on top of strategic and operational risks.
- Responsible to investigate and research various ad-hoc business issues, strategic initiatives, and new developments.
- Required to respond timeously and professionally to a variety of ad hoc projects, business issues, client requests and stakeholder requests, that impact across the organisation, by prioritising appropriately
- Provides support and mentorship to the GRCA Future Leaders Committee.
Personal Effectiveness
- Lives the company values.
- Accountable for service delivery through own efforts as well as influencing others
- Collaborates effectively with others to achieve personal results.
- Individually accountable for managing own time, tasks and output quality for periods of 3 months to 1 year.
- Makes increased contributions by broadening individual skills.
Relationship Building
- Builds and maintains relationships with executives and senior management, as well as key individuals in a wide range of business units.
- High level of contact with stakeholders and clients as required.
- Solid interpersonal skills, showing an ability to work through influence and to be able to interact at all levels and facilitate the delivery of decisions
Requirements: Qualifications, Experience and Skills required
- Post graduate qualification with Actuarial, Finance, Compliance or Engineering background. FASSA/AMASSA (Actuary), CERA (Risk), CA or related qualification.
- 3-5 years relevant experience
- Proficiency in Word, Excel, and PowerPoint
- Good analysis and problem-solving skills
- Self-starter with an ability to work in a less structured environment.
- Strong relationship management skills
- Excellent command of the English language, both in communication ability and in drafting skills
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Skills
- Business Planning, Business Reporting, Communication, Interpersonal Communication, Presentations, Problem Solving, Reporting Processes, Strategic
Education
- Bachelors Degree (B): Actuarial Science, Bachelors Degree (B): Compliance, Bachelors Degree (B): Engineering, Bachelors Degree (B): Finance, Chartered Accountant, Fellow Of Actuarial Society Of South Africa (FASSA)
go to method of application »
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
go to method of application »
What is required of you?
- Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.
- Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.
- Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.
What do we need from you?
- A Grade 12 (Matric) certificate
- FAIS compliance
- RE5 an advantage
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- A minimum of 3 years working experience (preferably in sales)
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
go to method of application »
Key responsibilities will include amongst others the following:
- Valuation and Financial Reporting (including Capital Requirements)
- Responsible for accuracy and quality of the consolidated financial reporting results for submission to the OML Group Actuarial Reporting team and Wealth Finance team, as appropriate.
- Accountable for compliance with agreed policy and methodology as well as professional guidance and legislation.
- Proactively provides analysis of results and recommends appropriate action back to the business and other stakeholders.
- Responsible for accuracy and completeness of the actuarial portions of regulatory reporting for submission to the OML Group Actuarial Reporting team.
- Responsible for the development and maintenance of actuarial models.
- Process efficiency and automation
- Ensure processes are efficient, robust and fit for purpose.
- Ensure the control environment is adequate and effective.
- Provide mentorship to junior actuarial students
- Ad-hoc projects
- Support the delivery of relevant projects, as and when these arise. These include (but not limited to) business planning and forecasting.
Requirements and Experience
- Qualified or nearly qualified actuary (with a minimum of 11 exam credits)
- At least 4 years actuarial experience
- Experience in life investment products or life valuations will be advantageous
- Strong analytic skills and attention to detail
- IFRS 17 knowledge and Prophet skills will be a distinct advantage.
- The appointment will be made from the designated group in line with the Employment Equity Plan of OMSA and the specific business unit.
Skills
- Business, Financial Analysis and Reporting, IFRS 17, International Financial Reporting Standards (IFRS), Valuating
Education
- Bachelors Degree (B): Actuarial Science (Required)
go to method of application »
- The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B.
- The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
- Provides advice in line with the customer value proposition & compliance framework.
- Develops, tracks & reviews business plan to meet individual performance targets.
- Works in specific allocated markets.
- Works with a specific range of products.
- Prospecting is limited.
- Receives a base salary & bonuses - no commission.
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail